The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 85,226 | 56,743 | SH | SOLE | 56,743 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 220,489 | 146,800 | SH | Call | SOLE | 146,800 | 0 | 0 | |
| EVERBRIDGE INC | COM | 29978A104 | 58,283 | 1,026,824 | SH | SOLE | 1,026,824 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 39,847 | 2,249,945 | SH | SOLE | 2,249,945 | 0 | 0 | ||
| GRIDSUM HLDG INC | SPONSORED ADR | 398132100 | 5,817 | 2,608,528 | SH | SOLE | 2,608,528 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | *W EXP 10/25/202 | G4182A128 | 649 | 833,333 | SH | SOLE | 833,333 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | CL A | G4182A102 | 25,125 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 62,051 | 339,000 | SH | SOLE | 339,000 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 46,183 | 1,079,797 | SH | SOLE | 1,079,797 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 63,177 | 622,000 | SH | SOLE | 622,000 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 23,844 | 1,003,940 | SH | SOLE | 1,003,940 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 43,005 | 513,550 | SH | SOLE | 513,550 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 82,279 | 307,400 | SH | SOLE | 307,400 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 40,848 | 640,252 | SH | SOLE | 640,252 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 15,501 | 82,300 | SH | SOLE | 82,300 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 5,359 | 63,946 | SH | SOLE | 63,946 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 46,762 | 341,400 | SH | SOLE | 341,400 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 32,050 | 282,375 | SH | SOLE | 282,375 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 12,722 | 81,739 | SH | SOLE | 81,739 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 38,796 | 2,270,125 | SH | SOLE | 2,270,125 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 15,659 | 849,173 | SH | SOLE | 849,173 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 37,170 | 361,086 | SH | SOLE | 361,086 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 58,266 | 175,079 | SH | SOLE | 175,079 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 59,860 | 670,330 | SH | SOLE | 670,330 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 99,628 | 1,106,000 | SH | SOLE | 1,106,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 48,182 | 644,835 | SH | SOLE | 644,835 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 44,275 | 1,618,812 | SH | SOLE | 1,618,812 | 0 | 0 | ||